The sun dipped below the Pacific, casting long shadows across the manicured lawns of San Diego’s coastal communities. Robert and …
The late afternoon sun cast long shadows across the manicured lawns of Del Mar as Sarah nervously recounted her family’s ordeal to Ted Cook, a seasoned estate planning lawyer. She and her brother, Mark, had always assumed their parents’ affairs were “in order,” a common refrain she’d later learn was often tragically misleading. Their father, a retired marine engineer, passed away unexpectedly, leaving behind a complex web of assets and a will that, upon closer inspection, proved woefully inadequate for the realities of their modern lives.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational step, …
The midday sun beat down on La Jolla Shores as Michael and Sarah nervously reviewed the stack of legal documents …
The salt air hung heavy with worry as Maria Hernandez sat across from her brother, David, in a small coffee …
Yes, a charitable remainder trust (CRT) can absolutely be structured to last for a set number of years, offering an …
Yes, the trust can absolutely continue even if a beneficiary passes away, though the specifics depend heavily on the terms …
Testamentary trusts, established through a will and taking effect after death, can be surprisingly beneficial even for young adult beneficiaries, …
The question of restricting the resale of assets held within a trust, particularly within a specific timeframe, is a surprisingly …
Business trusts and living trusts are both powerful estate planning tools, but they serve very different purposes and operate under …
The question of integrating a Charitable Remainder Trust (CRT) with a family trust is a sophisticated estate planning strategy gaining …